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Northwestern Mutual Investment Services’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Northwestern Mutual Investment Services’s Portfolio FTC Stock Details FTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-31
Closed -$1K – 29
2015
Q4 		$1K Buy
+31
New +$1.5K ﹤0.01% 79

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Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Northwestern Mutual Investment Services's FTC Position: Q1 2016 in Review

Northwestern Mutual Investment Services sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q1 2016, closing a stake of 31 shares — an estimated $1K sold.

Northwestern Mutual Investment Services first reported a position in FTC in Q4 2015 and held it in 1 quarter. The position peaked at $1K in Q4 2015. 63 funds tracked by Wall St. Rank hold FTC as of Q1 2016.

  • Northwestern Mutual Investment Services reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q1 2016 after selling out during the quarter.
  • Northwestern Mutual Investment Services sold 31 First Trust Large Cap Growth AlphaDEX Fund shares in Q1 2016, an estimated $1K.
  • Northwestern Mutual Investment Services first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q4 2015 and held it in 1 quarter.
  • Northwestern Mutual Investment Services's First Trust Large Cap Growth AlphaDEX Fund position peaked at $1K in Q4 2015.
  • 63 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q1 2016.

Based on Northwestern Mutual Investment Services's 13F filing for Q1 2016.